• CERTIFIED FINANCIAL PLANNER TM with over 15 years in the industry.
• Consistently progressed in positions throughout that time, which provided a deep understanding of the various roles including client service, marketing, relationship management and strategic business operations.
• Strong desire to expand knowledge and love of the field led to acquiring Master’s degree in personal financial planning and continued emphasis on increasing expertise and education.
• Founded current firm to offer financial planners assistance in building their practices by delegating the research and analysis required in developing and maintaining clients’ financial plans, thus allowing advisors more time to spend on higher value add services for their clients.